See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,357 | $73,933-46.8% | $96,683-59.3% | $75,163-47.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.39% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $7,120 | $2,928+143.2% | $3,737+90.5% | $2,670+166.7% |
| Participant deferral / active EE | $6,139 | $3,659+67.8% | $4,878+25.9% | $4,125+48.8% |
| Admin fee / account holder | $119 | $5,216-97.7% | $6,730-98.2% | $5,651-97.9% |